Exporting Contact Data
RocketReach allows you to export contact information in multiple ways. Exporting enables you to leverage your RocketReach contact data with your preferred methods and tools.
Key Takeaways:
- All users may download their RocketReach contacts in spreadsheet format as a CSV file.
- Once exported as a CSV file, you may upload the data into any third party system, including your Customer Relationship Management (CRM), Recruiting Software (ATS), an emailing tool, or Google Sheets.
- Customers with Export Credits (including subscribers to Unlimited Lookup plans) should be aware that exporting contacts will consume Export Credits (one credit per contact profile that has verified info).
📑 Contents in this article - click to jump to section:
- Export Contacts to a CSV file (spreadsheet)
- Update a CSV Contact List with Current Data
- Export Contacts to a CRM (using a native integration)
- Export Contacts using a Zapier Automation
Export a Contact List to a CSV file
You can construct your own Contact Lists directly within the platform to help organize your work. To export some or all of your contacts to a .CSV file, follow the steps below.
- While logged in to your RocketReach account, select My Contacts from the navigation menu.
- Use the filters to view the desired contacts. Alternately, You can use the checkboxes (far left) to select specific contacts. If you do not use any filters or checkboxes, clicking export to CSV will select all of your RocketReach contacts.
- Click the 'Export to CSV' option at the top right of the screen:
- You will receive an email with a 'download' button to download the prepared CSV file of contact data.
🔗Continue Learning: Organize My Contacts with Notes and Tags
| ⚠️ Important Note for Accounts with Export Credits: When downloading contacts, you will use one 'Export' credit for every verified contact that you download. |
Update a Contact List with Current Contact Data
Do you have a list of LinkedIn Profile URLs, email addresses, or names and company data and you want to find up-to-date contact information? The RocketReach Upload List tool makes it fast & easy to enrich & refresh a list with up-to-date contact information.
Simply prepare a CSV file and upload it: https://rocketreach.co/upload-list/person
Once uploaded, RocketReach will search and lookup contacts in bulk, saving you hours of manual work. The completed results will be available to download as a CSV file that you can upload to any CRM or tool of your choice:
| ⚠️ Important Note for Accounts with Export Credits: When using the Upload List tool, all of the lookups performed will automatically be exported to a CSV file and charged as 'Exports' for every verified contact. |
Export Contacts with Native Integrations
RocketReach supports direct integration with HubSpot, Salesforce, Outreach, SalesLoft, and Bullhorn, which allows you to easily share RocketReach contact data to a third-party account.
In 15 seconds you can connect your external account with your RocketReach account simply by logging in and accepting permissions. Once connected, you can choose your preferred export style:
- Automatically send all RocketReach contacts immediately after access
- OR - - Manually select specific RocketReach contacts to send:
🔗 Continue Learning: RocketReach Integrations | User Guide
| ⚠️ Important Accounts with Export Credits (including subscribers to Unlimited Lookup plans) will consume Export Credits for all export activities detailed in this article. |
Export Contacts to other External Platforms using Zapier
If you're using a CRM or service not covered by our native integrations, you can use Zapier to act as the third-party integration.
Using Zapier, you can push new contacts to other apps as well as allow other apps to search and look up new contacts directly in RocketReach.
Unlike our native integrations which allow you to pick and choose select contacts, Zapier typically works as an automatic export only, for all contacts. If you want granular control over the contacts that are exported from your account, we recommend using Tags and/or the export to CSV route.
🔗 Continue Learning: RocketReach Zapier Integrations
| ⚠️ Important Note for Accounts with Export Credits: When using Zapier, all of the lookups performed on your account will automatically be charged as an 'Export' for each verified contact. |